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CIK: 0001512171
Total reported value
$2.5B
$2.5B
14 檔
65.6%
At the close of Q4 2024, Route One Investment Company, L.P. disclosed equity holdings valued at approximately $2.5B, spread across 14 reported holdings.
In Q4 2024, Route One Investment Company, L.P. adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | POST | Post Holdings Inc | Stock-Consumer Staples | 18.67% | -1.96% | -4.53% | |
| 2 | GWRE | Guidewire Software Inc | Stock-Tech | 14.83% | -2.63% | -21.43% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.30% | +0.73% | -6.86% | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 9.47% | +1.38% | -11.82% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 8.61% | +2.00% | — | |
| 6 | NYT | New York Times Co-a | Stock-Comm Services | 7.72% | -1.85% | — | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 7.01% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.33% | -0.12% | -17.07% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.72% | +0.23% | +10.22% | |
| 10 | ✓ | Adeco Agro | Stock-Other | 3.28% | — | -1.61% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.57% | — | -15.57% | |
| 12 | HLF 4.25 06-15-28Bond | Herbalife LTD | Bond | 1.80% | — | — | |
| 13 | PCOR | Procore Technologies Inc | Stock-Tech | 1.63% | -0.73% | — | |
| 14 | HLF | Herbalife Ltd. | Stock-Other | 1.08% | -0.75% | -52.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +2.2% | -6.86% | Trim |
| 2 | CRM | Salesforce Inc | +1.9% | — | Unchanged |
| 3 | HLF 4.25 06-15-28Bond | Herbalife LTD | +1.8% | NEW | New buy |
| 4 | SCHW | Schwab (charles) CORP | +1% | -11.82% | Trim |
| 5 | POST | Post Holdings Inc | +0.9% | -4.53% | Trim |
| 6 | PCOR | Procore Technologies Inc | +0.4% | — | Unchanged |
| 7 | NYT | New York Times Co-a | +0.3% | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -17.07% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -15.57% | Trim |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | +10.22% | Add |
| 11 | MTN | Vail Resorts Inc | -0.2% | EXIT | Sold out |
| 12 | ✓ | Adeco Agro | -0.2% | -1.61% | Trim |
| 13 | UNH | Unitedhealth Group Inc | -0.3% | — | Unchanged |
| 14 | HLF | Herbalife Ltd. | -1.1% | -52.26% | Trim |
| 15 | LW | Lamb Weston Holdings Inc | -1.3% | EXIT | Sold out |
| 16 | QQQ | Invesco Qqq Trust Series 1 | -2.6% | EXIT | Sold out |
| 17 | GWRE | Guidewire Software Inc | -3.6% | -21.43% | Trim |
According to official SEC Form 13F filings, Route One Investment Company, L.P. reported a total U.S. public equity portfolio value of $2.5B across 14 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including POST, GWRE, AMZN) accounted for 65.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
HLF 4.25 06-15-28
市值: $46.2M
Top Position Liquidated / Trimmed
QQQ
前期市值: $73.2M
During Q4 2024, Route One Investment Company, L.P.'s top holdings by market value included POST (18.7%)、GWRE (14.8%)、AMZN (12.3%). The largest single position, POST, represented 18.7% of total portfolio value.
In Q4 2024, Route One Investment Company, L.P. made 13 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 8 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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